RENAISSANCE GROUP LLC Q4 2022 Filing

Filed February 14, 2023

Portfolio Value

$2.0B

Holdings

263

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (263 positions)

#StockSharesValue% PortfolioType
1
ACGLARCH CAPITAL GROUP LTD
715,984$44.9T2204391.18%
2
ORLYO REILLY AUTOMOTIVE INC
40,435$34.1T1673706.73%
3
HZNPHORIZON THERAPEUTICS PLC
286,640$32.6T1599716.74%
4
HCAHCA HEALTHCARE INC
132,569$31.8T1560072.79%
5
LMTLOCKHEED MARTIN CORP
64,590$31.4T1541002.10%
6
ABGAMERISOURCEBERGEN CORP
187,970$31.1T1527570.61%
7
CITCINTAS CORP
68,685$31.0T1521244.79%
8
AAPLAPPLE INC
235,982$30.7T1503669.58%
9
EOGEOG RESOURCES INC
236,255$30.6T1500658.53%
10
PGPROCTER & GAMBLE CO
200,339$30.4T1489066.63%
11
CDWCDW CORP/DE
169,395$30.3T1483533.77%
12
KLACKLA CORP
79,926$30.1T1477842.05%
13
HDHOME DEPOT INC
94,972$30.0T1471140.82%
14
ULTAULTA BEAUTY INC
63,385$29.7T1458102.94%
15
APHAMPHENOL CORP
390,326$29.7T1457485.99%
16
WMWASTE MANAGEMENT INC
188,701$29.6T1451796.73%
17
MSIMOTOROLA SOLUTIONS INC
114,774$29.6T1450500.27%
18
MSFTMICROSOFT CORP
122,978$29.5T1446361.51%
19
DGDOLLAR GENERAL CORP
119,379$29.4T1441615.32%
20
PTCPTC INC
244,504$29.4T1439381.72%
21
GGENPACT LTD
628,795$29.1T1428373.08%
22
ROPROPER TECHNOLOGIES INC
67,212$29.0T1424246.18%
23
ITWILLINOIS TOOL WORKS INC
131,693$29.0T1422791.37%
24
MCKMCKESSON CORP
76,493$28.7T1407200.38%
25
GWWWW GRAINGER INC
51,226$28.5T1397412.13%
26
TMOTHERMO FISHER SCIENTIFIC INC
51,149$28.2T1381364.76%
27
TXNTEXAS INSTRUMENTS INC
169,854$28.1T1376266.15%
28
UNHUNITEDHEALTH GROUP INC
52,781$28.0T1372350.34%
29
LOWLOWE S COS INC
140,271$27.9T1370551.79%
30
JNJJOHNSON & JOHNSON
157,577$27.8T1365118.96%
31
MAMASTERCARD INC
79,794$27.7T1360744.02%
32
FISVFISERV INC
274,039$27.7T1359345.50%
33
VRTXVERTEX PHARMACEUTICALS INC
95,604$27.6T1353964.27%
34
AVGOBROADCOM INC
49,139$27.5T1347420.46%
35
UNPUNION PACIFIC CORP
131,423$27.2T1334604.54%
36
CHECHEMED CORP
52,714$26.9T1319551.04%
37
VVISA INC
129,129$26.8T1315678.43%
38
CBRECBRE GROUP INC
344,327$26.5T1299606.49%
39
EAELECTRONIC ARTS INC
213,618$26.1T1279976.49%
40
GOOGLALPHABET INC
295,803$26.1T1279920.19%
41
CDNSCADENCE DESIGN SYSTEMS INC
161,471$25.9T1272073.64%
42
HUMHUMANA INC
50,306$25.8T1264073.30%
43
RJFRAYMOND JAMES FINANCIAL INC
241,029$25.8T1263013.12%
44
ACNACCENTURE PLC
95,846$25.6T1254264.01%
45
FTNTFORTINET INC
505,388$24.7T1211738.73%
46
MOALTRIA GROUP INC
540,486$24.7T1211601.22%
47
ABTABBOTT LABORATORIES
222,872$24.5T1200022.76%
48
BJBJ S WHOLESALE CLUB HOLDINGS I
363,972$24.1T1180140.53%
49
DHRDANAHER CORP
89,408$23.7T1163821.57%
50
ADBEADOBE INC
70,384$23.7T1161613.82%
51
NOWSERVICENOW INC
56,976$22.1T1084900.31%
52
AKAMAKAMAI TECHNOLOGIES INC
261,014$22.0T1079084.37%
53
METAMETA PLATFORMS INC
161,320$19.4T952055.48%
54
PYPLPAYPAL HOLDINGS INC
236,017$16.8T824345.54%
55
AMZNAMAZONCOM INC
188,100$15.8T774875.83%
56
ASAIYSENDAS DISTRIBUIDORA SA
495,231$9.1T444920.62%
57
DOOBRP INC
112,659$8.6T421598.82%
58
IGTINTERNATIONAL GAME TECHNOLOG
367,064$8.3T408271.34%
59
CPRICAPRI HOLDINGS LTD
135,075$7.7T379704.01%
60
NOMDNOMAD FOODS LTD
439,566$7.6T371642.52%
61
IBNICICI BANK LTD
343,605$7.5T368866.52%
62
SNYSANOFI
154,086$7.5T365966.79%
63
UBSUBS GROUP AG
397,378$7.4T363841.43%
64
HCMLYHOLCIM LTD
715,570$7.4T362709.31%
65
GLNCYGLENCORE PLC
549,775$7.3T359131.29%
66
BKRKYBANK RAKYAT INDONESIA PERSER
465,776$7.3T358273.45%
67
EADSYAIRBUS SE
245,765$7.3T357934.09%
68
UOVEYUNITED OVERSEAS BANK LTD
157,389$7.2T353400.64%
69
JAZZJAZZ PHARMACEUTICALS PLC
44,814$7.1T350123.09%
70
GIB/ACGI INC
82,653$7.1T349121.91%
71
ASRGRUPO AEROPORTUARIO DEL SURE T
30,258$7.0T345733.53%
72
ALIZYALLIANZ SE
322,886$6.9T339480.49%
73
KLICKULICKE & SOFFA INDUSTRIES I C
155,914$6.9T338423.55%
74
IFNNYINFINEON TECHNOLOGIES AG
226,420$6.9T336879.43%
75
VCISYVINCI SA
273,804$6.8T334379.24%
76
SBGSYSCHNEIDER ELECTRIC SE
240,568$6.7T329740.40%
77
RHCRH PLC
167,332$6.7T326570.56%
78
PUBGYPUBLICIS GROUPE SA
411,142$6.5T320411.77%
79
ALPMYASTELLAS PHARMA INC
428,467$6.5T319258.17%
80
KBIAKB FINANCIAL GROUP INC
167,671$6.5T317895.11%
81
VLVLYVOLVO AB
346,709$6.3T307331.37%
82
HBC2HSBC HOLDINGS PLC
200,565$6.2T306490.21%
83
TCEHYTENCENT HOLDINGS LTD
146,180$6.2T305999.54%
84
SHELSHELL PLC
109,243$6.2T305106.45%
85
STLASTELLANTIS NV
437,007$6.2T304327.18%
86
CRRFYCARREFOUR SA
1,862,277$6.2T304112.03%
87
NTDOYNINTENDO CO LTD
594,148$6.2T303617.21%
88
AXSAXIS CAPITAL HOLDINGS LTD
114,372$6.2T303341.30%
89
SHECYSHIN-ETSU CHEMICAL CO LTD
199,862$6.1T300681.63%
90
NTOIYNESTE OYJ
265,424$6.1T299090.28%
91
LNVGYLENOVO GROUP LTD
370,364$6.1T297040.34%
92
RHHBYROCHE HOLDING AG
154,683$6.1T297030.49%
93
NXPINXP SEMICONDUCTORS NV
37,785$6.0T292835.18%
94
CSTMCONSTELLIUM SE
502,478$5.9T291518.32%
95
CGEMYCAPGEMINI SE
175,335$5.8T286467.48%
96
XNGSYENN ENERGY HOLDINGS LTD
103,421$5.8T284199.16%
97
SONYSONY GROUP CORP
75,740$5.8T283334.85%
98
ICLRICON PLC
29,406$5.7T280130.92%
99
TSMTAIWAN SEMICONDUCTOR MANUFAC U
76,150$5.7T278183.87%
100
ITUBITAU UNIBANCO HOLDING SA
1,169,781$5.5T270202.61%
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